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Client Authorisation

Client Authorisation Template for Hong Kong

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Key Requirements PROMPT example:

Client Authorisation

"I need a Client Authorization document under Hong Kong law for our investment firm to manage multiple client portfolios and execute trades on behalf of high-net-worth individuals, with the authorization period starting from March 1, 2025."

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Document background
The Client Authorization document is a crucial legal instrument used in Hong Kong's business environment when one party needs to formally delegate authority to another to act on their behalf. This document type is essential for businesses and individuals operating under Hong Kong law who need to establish clear agency relationships, whether for financial transactions, property matters, or other business activities. The Client Authorization includes specific provisions for scope of authority, duration, obligations, and compliance with Hong Kong regulations. It is particularly important in regulated industries where formal authorization is required for conducting specific activities on behalf of clients. The document serves as a protective mechanism for both the principal and the agent, clearly delineating rights, responsibilities, and limitations of the authorized actions.
Suggested Sections

1. Parties: Identifies the authorizing party (principal) and the authorized party (agent), including full legal names and addresses

2. Background: Brief context explaining the purpose and nature of the authorization

3. Definitions: Defines key terms used throughout the authorization document

4. Scope of Authorization: Clearly details the specific powers and activities being authorized

5. Duration: Specifies the term of the authorization and whether it is renewable

6. Obligations of the Authorized Party: Lists the duties, responsibilities and standard of care required of the authorized party

7. Client Undertakings: Specifies the client's commitments and obligations in relation to the authorization

8. Confidentiality: Provisions regarding the handling of confidential information

9. Personal Data Protection: Compliance with Hong Kong's Personal Data (Privacy) Ordinance

10. Termination: Circumstances and process for terminating the authorization

11. Governing Law and Jurisdiction: Specifies Hong Kong law as governing law and jurisdiction for disputes

12. Execution: Formal execution block with signature requirements

Optional Sections

1. Regulatory Compliance: Required when authorization involves regulated activities under the Securities and Futures Ordinance

2. Sub-delegation: Include when the authorized party may need to delegate certain powers to others

3. Remuneration: Include when the authorization involves payment for services

4. Limitation of Liability: Include when specific liability limitations are needed, subject to Control of Exemption Clauses Ordinance

5. Insurance: Include when the authorized party needs to maintain specific insurance coverage

6. Notices: Include when formal notice procedures need to be specified

7. Force Majeure: Include when protection against unforeseen circumstances is needed

Suggested Schedules

1. Schedule 1 - Authorized Activities: Detailed list of specific activities and powers being authorized

2. Schedule 2 - Fee Schedule: Details of any fees or charges if applicable

3. Schedule 3 - Authorized Persons: List of specific individuals authorized to act (if applicable)

4. Appendix A - Required Forms: Standard forms or documents required for the authorization

5. Appendix B - Reporting Requirements: Templates or specifications for required reporting

6. Appendix C - Contact Details: Detailed contact information for all relevant parties

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓƵ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co
Relevant legal definitions



































Clauses






























Relevant Industries

Financial Services

Banking

Insurance

Real Estate

Property Management

Legal Services

Professional Services

Investment Management

Wealth Management

Corporate Services

Trust Services

Trading

Asset Management

Relevant Teams

Legal

Compliance

Corporate Services

Client Relations

Operations

Risk Management

Wealth Management

Investment Services

Trust Administration

Company Secretarial

Business Development

Account Management

Relevant Roles

Compliance Officer

Legal Counsel

Company Secretary

Relationship Manager

Investment Advisor

Property Manager

Trust Officer

Corporate Services Manager

Operations Manager

Risk Manager

Client Services Director

Wealth Manager

Portfolio Manager

Account Executive

Business Development Manager

Legal Administrator

Industries







Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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